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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,177 | $103,038-68.8% | $90,324-64.4% | $152,909-79.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.82% | 95.25%-71.4pp | 78.15%-54.3pp | 345.46%-321.6pp |
| Employer contribution / active EE | $121 | $3,141-96.2% | $2,856-95.8% | $4,764-97.5% |
| Participant deferral / active EE | $242 | $4,282-94.3% | $3,885-93.8% | $5,851-95.9% |
| Admin fee / account holder | $114 | $6,177-98.2% | $5,356-97.9% | $11,601-99.0% |